Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Webster Financial WBS Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio WBS Stock Details WBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-372,714
Closed -$15M – 1152
2023
Q3 		$15M Sell
372,714
-10,237
-3% -$435K 0.01% 736
2023
Q2 		$14.5M Sell
382,951
-105,815
-22% -$3.91M 0.01% 751
2023
Q1 		$19.3M Buy
488,766
+21,392
+5% +$1.03M 0.01% 726
2022
Q4 		$22.1M Sell
467,374
-13,288
-3% -$665K 0.02% 698
2022
Q3 		$21.7M Buy
480,662
+1,016
+0.2% +$47K 0.02% 687
2022
Q2 		$20.2M Buy
479,646
+48,001
+11% +$2.31M 0.02% 719
2022
Q1 		$24.2M Buy
+431,645
New +$25.6M 0.02% 699

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sumitomo Mitsui Trust Group's WBS Position: Q4 2023 in Review

Sumitomo Mitsui Trust Group sold out of Webster Financial (WBS) in Q4 2023, closing a stake of 372,714 shares — an estimated $15M sold.

Sumitomo Mitsui Trust Group first reported a position in WBS in Q1 2022 and held it in 7 quarters. The position peaked at $24.2M in Q1 2022. 478 funds tracked by Wall St. Rank hold WBS as of Q4 2023.

  • Sumitomo Mitsui Trust Group reported no remaining Webster Financial position as of Q4 2023 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 372,714 Webster Financial shares in Q4 2023, an estimated $15M.
  • Sumitomo Mitsui Trust Group first reported a position in Webster Financial in Q1 2022 and held it in 7 quarters.
  • Sumitomo Mitsui Trust Group's Webster Financial position peaked at $24.2M in Q1 2022.
  • 478 funds tracked by Wall St. Rank held Webster Financial as of Q4 2023.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2023, filed 30 Jan 2024.